{
  "page": "compare",
  "query": {
    "a": "JRHOX",
    "b": "JREPX"
  },
  "retrieved_at": "2026-07-07T17:49:48+00:00",
  "disclaimer": "Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them.",
  "attribution": "Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC.",
  "terms": {
    "notice": "Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed.",
    "url": "https://fundwatcher.app/terms/"
  },
  "fund_a": {
    "name": "2030 Preservation Blend Portfolio",
    "ticker": "JRHOX",
    "slug": "JRHOX",
    "series_id": "S000028824",
    "html_url": "https://fundwatcher.app/funds/JRHOX/"
  },
  "fund_b": {
    "name": "2025 Preservation Blend Portfolio",
    "ticker": "JREPX",
    "slug": "JREPX",
    "series_id": "S000028823",
    "html_url": "https://fundwatcher.app/funds/JREPX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.7714056840658141462054635964",
    "coverage_b_by_a": "0.7714056840658141462054635964",
    "shared_count": 32,
    "as_of": {
      "a": "2023-05-31",
      "b": "2023-05-31"
    },
    "a_top": [
      {
        "name": "VANGUARD TOTAL BOND MARKET ETF VANGUARD TOTAL BOND MARKET",
        "value": "205573855.52",
        "weight": "0.20278760",
        "shared": true
      },
      {
        "name": "JHF II US STRAT EQUITY ALLOC MUTUAL FUND",
        "value": "138097209.40",
        "weight": "0.13622550",
        "shared": true
      },
      {
        "name": "JHF II INTL STRAT  EQUITY ALLO MUTUAL FUND",
        "value": "133543964.26",
        "weight": "0.13173397",
        "shared": true
      },
      {
        "name": "VANGUARD INT-TERM CORPORATE MUTUAL FUND",
        "value": "89179067.08",
        "weight": "0.08797037",
        "shared": true
      },
      {
        "name": "JH COLLATERAL",
        "value": "46219880.32",
        "weight": "0.04559344",
        "shared": true
      },
      {
        "name": "Vanguard Emerging Markets Government Bond Index ETF",
        "value": "39180976.00",
        "weight": "0.03864993",
        "shared": true
      },
      {
        "name": "FMR-MID CAP",
        "value": "37595028.20",
        "weight": "0.03708548",
        "shared": true
      },
      {
        "name": "XTRACKERS USD HIGH YIELD CORPORATE BOND ETF CL USD INC 0.00000000",
        "value": "35823821.32",
        "weight": "0.03533828",
        "shared": true
      },
      {
        "name": "State Street SPDR Portfolio Short Term Corporate Bond ETF",
        "value": "28996167.60",
        "weight": "0.02860317",
        "shared": true
      },
      {
        "name": "Vanguard Short-Term Corporate Bond ETF",
        "value": "28994292.25",
        "weight": "0.02860132",
        "shared": true
      },
      {
        "name": "VANGUARD DVD A E",
        "value": "21244741.00",
        "weight": "0.02095680",
        "shared": true
      },
      {
        "name": "ISHARES MSCI GLOBAL MIN VOL MUTUAL FUND",
        "value": "20897111.40",
        "weight": "0.02061388",
        "shared": true
      },
      {
        "name": "U.S. Treasury Bonds Principal STRIPS",
        "value": "18067880.98",
        "weight": "0.01782300",
        "shared": true
      },
      {
        "name": "U.S. Treasury STRIPS Principal, 2.00%, 8/15/51",
        "value": "16954691.73",
        "weight": "0.01672490",
        "shared": true
      },
      {
        "name": "U.S. TREASURY INFLATION-PROTECTED SECURITIES 0-1/8% 04/15/2027",
        "value": "14748903.56",
        "weight": "0.01454900",
        "shared": true
      },
      {
        "name": "UNITED STATES TREASURY STRIP PRINCIPAL ZCP 0.00000000",
        "value": "14104934.67",
        "weight": "0.01391376",
        "shared": true
      },
      {
        "name": "INVESCO SENIOR LOAN ETF MUTUAL FUND",
        "value": "13677617.20",
        "weight": "0.01349224",
        "shared": true
      },
      {
        "name": "U.S. Treasury Inflation-Indexed Notes",
        "value": "12377915.68",
        "weight": "0.01221015",
        "shared": true
      },
      {
        "name": "FMR-S/C INDX",
        "value": "11935812.39",
        "weight": "0.01177404",
        "shared": true
      },
      {
        "name": "Vanguard Real Estate Index Fund ETF Shares",
        "value": "11375680.00",
        "weight": "0.01122150",
        "shared": true
      },
      {
        "name": "VANGUARD ENERGY ETF VANGUARD ENERGY ETF",
        "value": "10985918.16",
        "weight": "0.01083702",
        "shared": true
      },
      {
        "name": "Vanguard World Fund HEALTH CAR ETF",
        "value": "9089808.54",
        "weight": "0.00896661",
        "shared": false
      },
      {
        "name": "U.S. Treasury Notes",
        "value": "7998882.39",
        "weight": "0.00789047",
        "shared": true
      },
      {
        "name": "VANGUARD MATERIALS ETF VANGUARD MATERIALS ETF",
        "value": "7302594.72",
        "weight": "0.00720362",
        "shared": true
      },
      {
        "name": "U.S. Treasury Bonds Principal STRIPS",
        "value": "7297460.92",
        "weight": "0.00719855",
        "shared": true
      },
      {
        "name": "State StreetFinSelSectSPDRETF",
        "value": "6908879.84",
        "weight": "0.00681524",
        "shared": false
      },
      {
        "name": "VANGUARD INF T E",
        "value": "5002143.12",
        "weight": "0.00493435",
        "shared": false
      },
      {
        "name": "Vanguard S&P 500 ETF",
        "value": "4934522.06",
        "weight": "0.00486764",
        "shared": true
      },
      {
        "name": "U.S. Treasury Notes",
        "value": "4484757.87",
        "weight": "0.00442397",
        "shared": true
      },
      {
        "name": "U.S. TREASURY INFLATION-PROTECTED SECURITIES 1.250 04/15/2028",
        "value": "3764759.02",
        "weight": "0.00371373",
        "shared": true
      },
      {
        "name": "ISHARES GLOBAL INFRASTRUCTURE ISHARES GLOBAL INFRASTRUCTUR",
        "value": "3696036.40",
        "weight": "0.00364594",
        "shared": true
      },
      {
        "name": "VG GLB EX-US R E",
        "value": "3676883.04",
        "weight": "0.00362705",
        "shared": true
      },
      {
        "name": "DALIAN WANDA COMMERCIAL PR H COMMON STOCK CNY1.0",
        "value": "5943.56",
        "weight": "0.00000586",
        "shared": true
      },
      {
        "name": "CHINA COM RICH RENE ENE INVEST",
        "value": "1642.93",
        "weight": "0.00000162",
        "shared": true
      },
      {
        "name": "NMC HEALTH PLC COMMON STOCK GBP.1",
        "value": "1.39",
        "weight": "0.00000000",
        "shared": true
      }
    ],
    "b_top": [
      {
        "name": "VANGUARD TOTAL BOND MARKET ETF VANGUARD TOTAL BOND MARKET",
        "value": "161125217.44",
        "weight": "0.21277599",
        "shared": true
      },
      {
        "name": "VANGUARD INT-TERM CORPORATE MUTUAL FUND",
        "value": "70034569.38",
        "weight": "0.09248506",
        "shared": true
      },
      {
        "name": "JHF II INTL STRAT  EQUITY ALLO MUTUAL FUND",
        "value": "53074086.45",
        "weight": "0.07008767",
        "shared": true
      },
      {
        "name": "JH COLLATERAL",
        "value": "53022110.04",
        "weight": "0.07001903",
        "shared": true
      },
      {
        "name": "Vanguard Short-Term Corporate Bond ETF",
        "value": "47276368.65",
        "weight": "0.06243142",
        "shared": true
      },
      {
        "name": "State Street SPDR Portfolio Short Term Corporate Bond ETF",
        "value": "47199557.52",
        "weight": "0.06232999",
        "shared": true
      },
      {
        "name": "JHF II US STRAT EQUITY ALLOC MUTUAL FUND",
        "value": "46913610.74",
        "weight": "0.06195238",
        "shared": true
      },
      {
        "name": "Vanguard Emerging Markets Government Bond Index ETF",
        "value": "35284514.88",
        "weight": "0.04659542",
        "shared": true
      },
      {
        "name": "XTRACKERS USD HIGH YIELD CORPORATE BOND ETF CL USD INC 0.00000000",
        "value": "32486726.11",
        "weight": "0.04290077",
        "shared": true
      },
      {
        "name": "U.S. TREASURY INFLATION-PROTECTED SECURITIES 0-1/8% 04/15/2027",
        "value": "28280274.00",
        "weight": "0.03734588",
        "shared": true
      },
      {
        "name": "INVESCO SENIOR LOAN ETF MUTUAL FUND",
        "value": "25286850.20",
        "weight": "0.03339288",
        "shared": true
      },
      {
        "name": "U.S. Treasury Inflation-Indexed Notes",
        "value": "23111983.84",
        "weight": "0.03052083",
        "shared": true
      },
      {
        "name": "VANGUARD DVD A E",
        "value": "20947129.50",
        "weight": "0.02766200",
        "shared": true
      },
      {
        "name": "ISHARES MSCI GLOBAL MIN VOL MUTUAL FUND",
        "value": "20669316.36",
        "weight": "0.02729513",
        "shared": true
      },
      {
        "name": "U.S. Treasury Notes",
        "value": "15083902.40",
        "weight": "0.01991924",
        "shared": true
      },
      {
        "name": "Vanguard Real Estate Index Fund ETF Shares",
        "value": "10214000.00",
        "weight": "0.01348823",
        "shared": true
      },
      {
        "name": "VANGUARD ENERGY ETF VANGUARD ENERGY ETF",
        "value": "9913349.19",
        "weight": "0.01309120",
        "shared": true
      },
      {
        "name": "U.S. Treasury Notes",
        "value": "8395350.28",
        "weight": "0.01108659",
        "shared": true
      },
      {
        "name": "U.S. TREASURY INFLATION-PROTECTED SECURITIES 1.250 04/15/2028",
        "value": "7320194.96",
        "weight": "0.00966678",
        "shared": true
      },
      {
        "name": "FMR-MID CAP",
        "value": "6730117.82",
        "weight": "0.00888754",
        "shared": true
      },
      {
        "name": "VANGUARD MATERIALS ETF VANGUARD MATERIALS ETF",
        "value": "6602943.94",
        "weight": "0.00871960",
        "shared": true
      },
      {
        "name": "U.S. Treasury Bonds Principal STRIPS",
        "value": "5098888.53",
        "weight": "0.00673340",
        "shared": true
      },
      {
        "name": "U.S. Treasury STRIPS Principal, 2.00%, 8/15/51",
        "value": "4784896.28",
        "weight": "0.00631876",
        "shared": true
      },
      {
        "name": "UNITED STATES TREASURY STRIP PRINCIPAL ZCP 0.00000000",
        "value": "3980402.86",
        "weight": "0.00525637",
        "shared": true
      },
      {
        "name": "Vanguard S&P 500 ETF",
        "value": "3569793.11",
        "weight": "0.00471414",
        "shared": true
      },
      {
        "name": "ISHARES GLOBAL INFRASTRUCTURE ISHARES GLOBAL INFRASTRUCTUR",
        "value": "3339711.60",
        "weight": "0.00441030",
        "shared": true
      },
      {
        "name": "VG GLB EX-US R E",
        "value": "3322401.75",
        "weight": "0.00438744",
        "shared": true
      },
      {
        "name": "FMR-S/C INDX",
        "value": "2122325.64",
        "weight": "0.00280266",
        "shared": true
      },
      {
        "name": "U.S. Treasury Bonds Principal STRIPS",
        "value": "2059118.88",
        "weight": "0.00271920",
        "shared": true
      },
      {
        "name": "DALIAN WANDA COMMERCIAL PR H COMMON STOCK CNY1.0",
        "value": "2421.11",
        "weight": "0.00000320",
        "shared": true
      },
      {
        "name": "CHINA COM RICH RENE ENE INVEST",
        "value": "669.24",
        "weight": "0.00000088",
        "shared": true
      },
      {
        "name": "NMC HEALTH PLC COMMON STOCK GBP.1",
        "value": "0.57",
        "weight": "0.00000000",
        "shared": true
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001145549-23-044898",
      "as_of": "2023-05-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1331971/000114554923044898/0001145549-23-044898-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001145549-23-044896",
      "as_of": "2023-05-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1331971/000114554923044896/0001145549-23-044896-index.htm"
    }
  ]
}